TROTT BROOK FINANCIAL

Overview

Trott Brook Financial is an independent, SEC-registered registered investment adviser that operates as a privately owned corporation. The firm describes its client base as individuals and families and bills clients using a combination of asset-based fees and fixed fees. It functions as a capital allocator and includes selection of other advisers among its service capabilities. Service offerings emphasize comprehensive financial planning and discretionary portfolio management for individuals and small businesses. The firm also lists pension consulting services and the selection of external advisers as part of its advisory activities. Trott Brook Financial does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives